Gift Agreement & Account Support Operations Specialist

Posted 8 Days Ago
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Bloomington, IN, USA
In-Office
53K-57K Annually
Mid level
Professional Services • Social Impact
The Role
Own the full lifecycle of foundation accounts, translating gift agreements into accurate account structures, managing activations and closures, and controlling gift posting. Triage and assign incoming requests, resolve discrepancies with campus fiscal officers and Revenue Operations, maintain documentation, and drive process improvements to ensure data integrity and compliance.
Summary Generated by Built In
Company Description

The Indiana University Foundation (IUF) is committed to advancing Indiana University by inspiring generosity, strengthening relationships, and supporting opportunities that create lasting impact for students, faculty, alumni, donors, and communities. As part of the IU advancement community, IUF helps connect people to the programs, initiatives, and ideas that move Indiana University forward.

Job Description

The IU Foundation is seeking applicants for a Gift Agreement & Account Support Operations Specialist position to own the full lifecycle of foundation accounts. In this role, you will ensure every account accurately reflects donor intent, compliance requirements, and institutional standards from opening through closure. Your work sits at the intersection of data integrity, systems governance, and cross-functional coordination, and it directly supports the foundation's ability to steward philanthropic resources with precision and accountability.

Day-to-day, you will translate gift agreement language into accurate account structures, manage activations and closures, and serve as the control point between Revenue Operations and the gift posting process. You will administer the team's incoming work queue, triage and assign requests, and track trends to stay ahead of bottlenecks. Partnering with campus fiscal officers, development staff, and Revenue Operations, you will resolve discrepancies, maintain documentation standards, and drive process improvements across the team. If you are someone who takes ownership of detail-oriented work, asks questions, and finds satisfaction in knowing the data behind the mission is accurate, we want to hear from you. Apply today!

Qualifications

Education & Experience

  • Associate's degree required; bachelor's degree preferred
  • Minimum three years of professional experience in data entry and interpretation, operations, customer service, or a related field
  • Combination of relevant education and experience will be considered
  • Experience working with a CRM
  • Financial database system experience preferred
  • Proficiency in Microsoft Office, with emphasis on Excel
  • Familiarity with ticketing or workflow management tools preferred

Knowledge, Skills & Abilities

  • Strong analytical and interpretive reasoning skills, with the ability to translate complex documentation into accurate operational outputs
  • Exceptional attention to detail and commitment to accuracy
  • Ability to organize and prioritize effectively across competing requests in a high-volume setting
  • Clear written and verbal communication skills, with experience working across departments or with varied stakeholders
  • Ability to work independently and collaboratively depending on workload demands
  • Adaptability and comfort evolving operational environments

Additional Information

This is a hybrid role based in Bloomington, Indiana, with an in-office schedule of Monday, Wednesday, and Friday, and remote flexibility on Tuesday and Thursday. The hiring range for this position is $53,000 to $57,000 annually.
The IUF is committed to providing a safe, respectful, and professional work environment that is free of Discrimination and Harassment. The IUF will not tolerate any form of Discrimination or Harassment based on the Individual’s race, ethnicity, religion, color, sex, age, national origin, genetic information, sexual orientation, disability, gender identity or expression, ancestry, marital status, protected veteran status, pregnancy, or any other basis prohibited by law.

Skills Required

  • Associate's degree
  • Minimum three years of professional experience in data entry, interpretation, operations, customer service, or related field
  • Experience working with a CRM
  • Proficiency in Microsoft Office, with emphasis on Excel
  • Strong analytical and interpretive reasoning skills
  • Exceptional attention to detail and commitment to accuracy
  • Ability to organize and prioritize effectively across competing requests in a high-volume setting
  • Clear written and verbal communication skills, with experience working across departments or with varied stakeholders
  • Ability to work independently and collaboratively depending on workload demands
  • Adaptability and comfort evolving operational environments
  • Bachelor's degree
  • Financial database system experience
  • Familiarity with ticketing or workflow management tools
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The Company
500 Employees
Year Founded: 1936

What We Do

The Indiana University Foundation is a not-for-profit corporation founded in 1936 to foster educational opportunity and maximize private sector support for Indiana University, providing advancement leadership and fundraising services.

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